Discontinued legacy drop-down options for the following fields. Payment Reason, Receipt Reason, Memo. This applies to the Office/Trust Payment and Receipt screens. The auto-text feature is an enhanced replacement.

4.1.1808.1708

Accounting

Enhancement 3099: Allow the date of a Write Off/Apply Credit to be specified for disbursement

The date of the disbursement write off can be set when completing the write off.

Now able to choose a trust statement template and filter transactions in a given date range. A checkbox is used to specify whether processing the statements will update the matter's Last Trust Statement Sent date. Additional filters on matters with balance or unreported transactions

Enhancement 8609: Create support for CBA bank import file

Enhancement 8865: Add option to select what type of Billing Tax Code to use for disbursement searches